Quick Payment Method Updates for Customers
Customer comments 'I need to update my card,' and Notis shows saved payment options. Customer can pick one or add a new one fast.
Trigger
New Comment on Task
Triggers when a comment is added to a task in a project.
Action
List customer payment methods
Retrieves a list of payment methods for a given customer, supporting type filtering and pagination.
Why this helps
Customers request payment method updates, and manually gathering payment options for them is cumbersome. Delays frustrate customers.
- Customers see all payment options instantly when requested
- Faster payment method updates reduce friction
- No manual gathering of payment options
- Improved customer experience during payment changes
Setup
Build it in a few focused steps.
- 1Connect Asana and Stripe to Notis.
- 2Tell Notis: 'When a comment mentions updating a payment method, show available payment methods for that customer.'
- 3Select your notification channel.
- 4Test by commenting 'I need to update my payment method' on a task.
- 5Verify Notis retrieves and displays the customer's saved payment methods.
Questions about this workflow
What payment methods does Notis show?
All saved methods (credit cards, bank accounts, etc.) for that customer. Notis displays the last 4 digits and expiration for security.
Can the customer add a new payment method through this?
Notis shows saved methods. For adding new methods, you can direct the customer to your payment link or portal, or tell Notis to generate a setup link.
Does this protect customer privacy?
Yes. Notis masks sensitive data (full card numbers, etc.) and only shows what's necessary for the customer to pick their method.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Stripe. A trigger fires from one place; an action lands in another.
Asana triggers
Stripe actions
Attachment Added to Task
Triggers when an attachment is added to a task.
Cancel subscription
Cancels a customer's active stripe subscription at the end of the current billing period, with options to invoice immediately for metered usage and prorate charges for unused time.
New Comment on Task
Triggers when a comment is added to a task in a project.
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
New Task Created
Triggers when a new task is created in a project.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Create an invoice
Creates a new draft stripe invoice for a customer; use to revise an existing invoice, bill for a specific subscription (which must belong to the customer), or apply detailed customizations.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Create payment intent
Creates a stripe paymentintent to initiate and process a customer's payment; using `application fee amount` for a connected account requires the `stripe-account` header.
Task Updated
Triggers when a task is updated in a project.
Create a price
Creates a new stripe price for a product, defining its charges (one-time or recurring) and billing scheme; requires either an existing `product` id or `product data`.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
Create Refund
Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.
Connect any two apps with Notis in the middle.
Not just Asana and Stripe. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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